01. About Us
Latitude Wealth Management is a wealth management boutique based in Honolulu, Hawaii. We offer investment advice and financial planning to individuals and small businesses that focus on wealth creation, protection and legacy strategies.
02. Our Mission
We do our best to provide the highest quality investment and insurance advice, comprehensive financial planning, and services that will exceed your expectations. We strive to be our client’s trusted advisor.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Through on-going, active, professional management, we aim to help create and preserve your wealth to help you reach your financial goals.
Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. We will review and advise you on your asset protection needs to include long-term care, life, disability & cancer insurance.
Meet Our Team
We offer personalized hands-on service to help manage your financial life-style, as well as other issues that are critical to your financial well-being.
Blogs
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...
Learning how to quickly recognize unconscious biases can help us stay open to new information and find better financial opportunities.
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.